BWA
Beam Wealth Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $962K | Buy |
11,795
+1,210
| +11% | +$98.7K | 0.29% | 73 |
|
|
2025
Q1 | $854K | Buy |
10,585
+263
| +3% | +$21.2K | 0.29% | 70 |
|
|
2024
Q4 | $833K | Buy |
+10,322
| New | +$833K | 0.26% | 72 |
|
|
2024
Q3 | – | Sell |
-10,360
| Closed | -$763K | – | 104 |
|
|
2024
Q2 | $763K | Buy |
+10,360
| New | +$763K | 0.25% | 72 |
|